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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,356 | $86,940+193.7% | $102,434+149.3% | $80,935+215.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.65% | 18.89%-8.2pp | 29.46%-18.8pp | 35.66%-25.0pp |
| Employer contribution / active EE | $4,507 | $2,370+90.2% | $3,023+49.1% | $2,757+63.5% |
| Participant deferral / active EE | $10,233 | $4,121+148.3% | $5,055+102.4% | $4,299+138.0% |
| Admin fee / account holder | $96,774 | $8,047+1102.6% | $9,462+922.8% | $6,924+1297.6% |